Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
174 days old
General
Location
Blue Ash, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$32,000,000.00
Gross Revenue
$220,000.00
# of Accounts
370
Avg Client Age
59
Overview

Our office specializes in cash flow modeling.

We believe our clients should live the one life they have to the fullest.

Our business is based on 3 premises.
1) Confidently achieving the goals our clients value most.
2) With undo sacrifice to their lifestyle.
3) Avoid unnecessary investment risk.

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